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Life Insurance As A Powerful Estate Planning Tool For The High Net Worth Clients

The term “High Net Worth” (HNW) might evoke different images to different people. To the average American, “high net worth” might constitute as an individual who has a couple million of dollars sitting in the bank. To wealthier individuals, the phrase might only apply to individuals in the upper 1% of the population, or those […]

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Think Of Life Insurance As Being Future Money, And Not As An Expense.

Today’s political and economic climate gives the high-net-worth individuals advantageous planning opportunities given the current exemption numbers. Today’s tax exemption numbers are beyond comprehension and the highest that they have ever been. When done correctly, the techniques used to create these estate plans in minimizing tax exposure and maximizing the individuals’ legacy are highly effective.

Think Of Life Insurance As Being Future Money, And Not As An Expense. Read More »

Positive Planning Strategies In A Challenging Health and Economic Market

Positive Planning Strategies in a Challenging Health and Economic Market As we continue to move forward during these difficult times, it is important to note that individuals still have ways in which their wealth can benefit. We explore various ways in which your assets can benefit in this type of climate: Gift Depreciated Assets Now

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When It Comes To Estate Planning, Not Having A Plan Is A Plan. But Not A Good One.

When it comes to estate planning, not having a plan is a plan. But not a good one. There are many individuals who have yet to create an estate plan, many of whom are high-net-worth and ultra-high-net-worth individuals. Your hard-earned money will go to one of four places: family, friends, charity, or the government. You

When It Comes To Estate Planning, Not Having A Plan Is A Plan. But Not A Good One. Read More »

Financial Insights To Guide Your Decision Making

Financial Insights To Guide Your Decision Making. Estate planning is always an inexact science. Political sentiment changes, budget priorities shift, and fiscal realities set in. Thus, estate planning professionals urge individuals to take advantage of, but most importantly, take control of these conditions to ensure that the client is structured to move forward efficiently. The

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Does Chaos Create Opportunity In The Estate Planning World?

The saying “chaos creates opportunity” applies to the estate planning world now more than ever. With the upcoming election, it is vital to have the correct estate plan that will not only preserve but also grow your financial assets and continue building generational growth. Senator Sanders introduced the “for the 99.8 Percent Act” in the

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Are You Using Your Gift Tax Exemption Effectively?

Estate planning is always an inexact science. Political sentiment changes, budget priorities shift, and fiscal realities set in. Because of the inherent uncertainties, estate planning professionals urge entrepreneurs to take advantage of favorable conditions when they can. Most individuals are not effectively using their gift tax exemption, which will reduce the size of their estate.

Are You Using Your Gift Tax Exemption Effectively? Read More »

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